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Berkshire Hathaway Class B

3,607 hedge funds and large institutions have $299B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,364 increasing their positions, 1,447 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 89

81% more call options, than puts

Call options by funds: $6.86B | Put options by funds: $3.8B

16% more capital invested

Capital invested by funds: $257B → $299B (+$41.7B)

3% more funds holding in top 10

Funds holding in top 10: 633650 (+17)

2% more funds holding

Funds holding: 3,5533,607 (+54)

1.1% more ownership

Funds ownership: 63.94%65.03% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 1,364 | Existing positions reduced: 1,447

Holders
3,607
Holders Change
+54
Holders Change %
+1.52%
% of All Funds
56.6%
Holding in Top 10
650
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.69%
% of All Funds
10.2%
New
176
Increased
1,364
Reduced
1,447
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Change in
Stake
EA
2776
Emerald Advisors
Washington
$660K -$3.92K -12 -0.6%
BAM
2777
Boyar Asset Management
New York
$658K -$7.18K -22 -1%
CAM
2778
Campion Asset Management
Virginia
$658K +$35.6K +109 +6%
SMA
2779
Seven Mile Advisory
New Jersey
$657K +$629K +1,928 New
Vanguard Capital Wealth Advisors
2780
Vanguard Capital Wealth Advisors
Colorado
$655K
WAM
2781
Winslow Asset Management
Ohio
$654K -$3.26K -10 -0.5%
EG
2782
Ellerson Group
Maryland
$653K -$6.53K -20 -1%
EGWAG
2783
Elwood & Goetz Wealth Advisory Group
Georgia
$652K
RI
2784
Rinkey Investments
California
$652K +$20.2K +62 +3%
UBV
2785
United Bank (Virginia)
Virginia
$650K
JC
2786
Jentner Corp
Ohio
$648K
SPA
2787
Sherbrooke Park Advisers
New York
$648K -$163K -500 -21%
NED
2788
Nancy E. Dempze
$647K -$16.3K -50 -3%
PFP
2789
Paragon Financial Partners
California
$646K
SPAS
2790
Spectrum Planning & Advisory Services
California
$645K
TFA
2791
Triad Financial Advisors
North Carolina
$644K -$9.14K -28 -1%
DI
2792
DDFG Inc
California
$643K
VBWMG
2793
Von Berge Wealth Management Group
California
$643K
RCM
2794
RNC Capital Management
California
$643K -$411K -1,259 -40%
MFA
2795
McClarren Financial Advisors
Pennsylvania
$643K +$70.2K +215 +13%
MPCG
2796
Matrix Private Capital Group
New York
$643K +$19.9K +61 +3%
IF
2797
Insight Folios
North Carolina
$641K +$15.7K +48 +3%
DP
2798
Dearborn Partners
Illinois
$639K +$17.9K +55 +3%
EA
2799
Eclectic Associates
California
$639K -$4.9K -15 -0.8%
LG
2800
LAM Group
Oregon
$639K

BRK.B Hedge Fund Activity: Q2 2023 in Review

3,607 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2023, worth a combined $299B — up 16% from $257B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new BRK.B positions and 89 closed out — a net gain of 87 holders — while 1,364 added to existing stakes and 1,447 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.78B. The largest seller was Bank of America, cutting an estimated $559M.

  • 3,607 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2023, up from 3,553 in Q1 2023.
  • Funds reported $299B of Berkshire Hathaway Class B stock for Q2 2023, up 16% quarter-over-quarter.
  • 176 funds opened new Berkshire Hathaway Class B positions in Q2 2023 and 89 closed out, a net change of +87 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2023 was Gates Foundation Trust, an estimated $1.78B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2023 was Bank of America, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2023.